Portfolio management without the learning curve

Run your development portfolio without the spreadsheet sprawl.

Zumiplan is built for product development, technical service and analytical teams. Stage gates, schedules and financials that work the way R&D actually works, ready to use on day one.

Pipeline by project type
See every project in its stage, with a separate timeline per type.
Stage gates that mean something
Record decisions and probability of success at each gate.
NPV and risk-adjusted value
Ten-year forecasts, discounted and weighted by probability.
Capacity you can see
Assign FTE by project and spot bottlenecks and spare time.
Plans and Gantt charts
Phases, milestones, tasks and predecessors that reschedule themselves.
Only what you need
Turn modules on or off per role, so nobody sees clutter.
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You have view-only access. Contact your admin to request edit permissions.
Upcoming tasks
DueTaskProjectStageOwnerStatus
Accounts
Each account is a separate customer with its own projects, people and settings. Accounts cannot see each other's data. As app admin you manage accounts and appoint one system admin for each. You do not have access to their project data.
Access requests
People who asked for access from zumiplan.com.
Archived projects
Completed or stopped projects. They keep all their data and no longer count towards anyone's workload.
ProjectTypeStageReasonArchived
Team workload
People
Portfolio financial dashboard
Total forecasted sales by year
Total risk-adjusted sales by year
Value against risk
Total projects
0
visible to you
On track
0
milestones met
At risk
0
milestone overdue
No milestone
0
needs attention
All projects
ScoreProjectTypeStageHealthOwnerAccessDue
Project types & stages
Ready-made types you can add
Each arrives with its stages and a scoring set already filled in. Edit anything afterwards.
Settings
Modules
Choose which of your user types can see each module included in your plan. Switching one off only hides it — any data already entered is kept. To add a module to your plan, contact Zumiplan.
Financial assumptions
This single rate is used to calculate NPV and risk-adjusted NPV for every project and across the portfolio. Shared by your whole team.
User management
Project access by user
Contributors and project leaders only see the projects ticked here. Portfolio leaders and admins see everything.
Teams
Group people into teams with a leader. Teams can be given access to projects, which saves assigning each person one at a time.
Activity log
Every change to projects, types, teams, people and settings in this account, newest first.
Connection
Whether this app is currently talking to your Zumiplan database, where all projects, people and settings are stored. If it says not connected, the app cannot load or save anything and the credentials in config.js need checking.
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